CRM, Forms & Automations
Boards, forms, lead capture, automations, and CRM workflow questions.
CRM, Forms & Automations articles
Boards, forms, lead capture, automations, and CRM workflow questions.
Boards3 articles
How do CRM boards, groups, and columns work?The ORCHESTRIS CRM uses boards for workflows, groups for stages, rows for leads or accounts, and columns for the data tracked on each item.For App owner, Workspace adminsHow do I add, edit, sort, or delete CRM columns?CRM columns are the fields on a board. You can rename visible column labels, adjust column types, sort by column data, and delete columns when they are no longer needed.For App owner, Workspace adminsHow do selected-row CRM actions work?When CRM rows are selected, the bulk action bar should let you move, duplicate, delete, email, or update selected items together.For App owner, Workspace admins
Forms2 articles
How do I create a CRM form?Create CRM forms from the Forms area of the board you want submissions to feed into, then map each question to an existing CRM column.For App owner, Workspace adminsHow do embedded CRM forms feed leads into boards?A CRM form belongs to the board where it is created. Each question maps to an existing column so form submissions create or update board rows automatically.For App owner, Workspace admins
Automations2 articles
How do CRM automations work?CRM automations watch for a trigger, such as a status or group change, then run an action like moving an item, sending an email, creating a workspace, or preparing a contract workflow.For App owner, Workspace adminsHow can an automation create a workspace and send a magic link?Owner CRM automations can be designed so an approved prospect creates a workspace account, then sends the admin a magic login link using mapped CRM fields.For App owner